ACM
MRBK icon

Ategra Capital Management’s Meridian MRBK Stock Holding History

Ategra Capital Management’s Portfolio MRBK Stock Details MRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.54M Sell
239,210
-113,059
-32% -$2.15M 2.25% 18
2025
Q4 		$6.19M Sell
352,269
-54,671
-13% -$854K 2.95% 15
2025
Q3 		$6.43M Sell
406,940
-209,189
-34% -$3.14M 3.79% 15
2025
Q2 		$7.94M Sell
616,129
-153,626
-20% -$2.03M 6.29% 7
2025
Q1 		$11.1M Sell
769,755
-252,643
-25% -$3.85M 8.62% 6
2024
Q4 		$14M Sell
1,022,398
-3,942
-0.4% -$56.4K 9.27% 4
2024
Q3 		$13M Buy
1,026,340
+17,023
+2% +$194K 9.21% 3
2024
Q2 		$10.6M Buy
1,009,317
+1,577
+0.2% +$15.1K 8.89% 5
2024
Q1 		$10M Buy
1,007,740
+14,784
+1% +$163K 4.51% 7
2023
Q4 		$13.8M Sell
992,956
-79,078
-7% -$919K 6.07% 3
2023
Q3 		$10.5M Buy
1,072,034
+1,011
+0.1% +$11.4K 5.7% 3
2023
Q2 		$10.5M Buy
1,071,023
+57,325
+6% +$580K 5.64% 3
2023
Q1 		$12.8M Sell
1,013,698
-702
-0.1% -$10.7K 7.01% 2
2022
Q4 		$15.4M Buy
1,014,400
+2,830
+0.3% +$44.9K 7.76% 1
2022
Q3 		$14.8M Buy
1,011,570
+26,406
+3% +$392K 7.61% 1
2022
Q2 		$14.9M Buy
985,164
+9,112
+0.9% +$142K 7.63% 1
2022
Q1 		$15.7M Sell
976,052
-22,294
-2% -$395K 6.87% 1
2021
Q4 		$18.4M Buy
998,346
+262
+0% +$4.32K 7.97% 1
2021
Q3 		$14.3M Sell
998,084
-61,762
-6% -$838K 6.84% 1
2021
Q2 		$13.9M Buy
1,059,846
+58,870
+6% +$773K 6.75% 1
2021
Q1 		$13M Buy
1,000,976
+75,598
+8% +$889K 7.21% 1
2020
Q4 		$9.62M Buy
925,378
+39,506
+4% +$376K 6.7% 2
2020
Q3 		$7.14M Buy
885,872
+24,326
+3% +$182K 6.39% 2
2020
Q2 		$6.83M Buy
861,546
+114,256
+15% +$869K 6.53% 2
2020
Q1 		$5.11M Sell
747,290
-22,134
-3% -$204K 6% 4
2019
Q4 		$7.77M Buy
769,424
+49,176
+7% +$456K 6.51% 3
2019
Q3 		$6.39M Buy
720,248
+26,270
+4% +$230K 5.8% 5
2019
Q2 		$5.86M Buy
693,978
+47,612
+7% +$413K 5.49% 5
2019
Q1 		$5.83M Buy
+646,366
New +$5.64M 5.7% 5

Other funds holding MRBK

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ategra Capital Management's MRBK Position: Q1 2026 in Review

Ategra Capital Management reduced its Meridian (MRBK) stake by 32% in Q1 2026, selling an estimated $2.15M and leaving 239,210 shares worth $4.54M. The position accounts for 2.25% of the portfolio, ranked #18.

Ategra Capital Management first reported a position in MRBK in Q1 2019 and has held it in 29 quarters since. The position peaked at $18.4M in Q4 2021. 93 funds tracked by Wall St. Rank hold MRBK as of Q1 2026.

  • Ategra Capital Management held 239,210 shares of Meridian worth $4.54M as of Q1 2026.
  • Ategra Capital Management sold 113,059 Meridian shares in Q1 2026, an estimated $2.15M.
  • Meridian made up 2.25% of Ategra Capital Management's portfolio in Q1 2026, its #18 holding.
  • Ategra Capital Management first reported a position in Meridian in Q1 2019 and has held it in 29 quarters since.
  • Ategra Capital Management's Meridian position peaked at $18.4M in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Meridian as of Q1 2026.

Based on Ategra Capital Management's 13F filing for Q1 2026, filed 15 May 2026.